Regional Sales Coordinator, Calgary

AGF Management Limited - Calgary, AB (30+ days ago)

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About the team

The Retail Sales Department is responsible for servicing our clients by providing value add solutions and an exceptional client experience. The team values innovation, leadership and personal commitment. Our growth and success are the direct result of our employees' commitment and dedication, and our disciplined approach to investing.

The Team is comprised of Regional Vice-Presidents/Regional Sales Managers (Wholesalers), Business Development Managers (Inside Wholesalers), and Regional Sales Coordinators.

About the role

Our Retail Distribution Sales Team has an outstanding career opportunity for you in our Calgary office. Reporting to the Director, Business Development you will provide administrative support to the sales team and build strong and lasting relationships.

You are a great team player, and an energetic, motivated and articulate individual. You are passionate about financial markets and excited to make an impact on AGF’s overall customer satisfaction. If this reflects you and your experience, join us and you will have the opportunity to build an exciting and evolving career.

Your responsibilities:
Managing the wholesaler calendar and scheduling regular client meetings for two regions
Coordinating all aspects of territory events (branch meetings, appreciation and product manager presentations)
Preparing correspondence, special mailings, client reports and managing continuing education credits for clients
Ordering all team marketing materials & promotional items
Sorting and prioritizing incoming emails & responding to both internal & client inquiries/requests
Maintaining all client related information in AGF’s CRM database
Facilitating weekly team meetings with a prepared agenda
Team collaboration on territory sales strategies to increase gross sales
Booking all travel (air, hotel and transportation) for the sales teams
Preparing/presenting weekly & monthly internal team reports
Processing expenses and oversee territory budget

Your skills and qualifications:
Related post-secondary education
Advanced knowledge of MS Word, Outlook and Excel
Excellent communication skills, both written and verbal
Professional telephone manner
Excellent organizational skills and attention to detail
Ability to work well under pressure
Ability to take initiative and work both independently and in a team environment
Ability to learn new systems quickly (ie: CRM system, Concur and Salesforce)

Additional Strengths you may bring to the role :
Willingness to pursue other certifications (ie: CSC, IFIC)
Knowledge of the Mutual Fund Industry


No unsolicited agency referrals please.

AGF is an equal opportunity employer. AGF welcomes and encourages applications from people with disabilities. Accommodations are available on request in all aspects of our recruitment and selection process. It is the Company's policy to recruit and select applicants for employment solely on the basis of their qualifications, with emphasis on selecting the best qualified person for the job. AGF does not discriminate against applicants based on race, color, religion, sex, national origin, or disability or any other status or condition protected by applicable legislation.

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